Tata Quant Fund vs Quant ESG Equity Fund Regular compare

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Tata Quant Fund-Regular Plan-Growth

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Quant ESG Integration Strategy Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Fund	Tata Quant Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹66 Cr	₹288 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	27 Jan 2020	05 Nov 2020
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	BSE 200	NIFTY 100 ESG TRI
Turn Over	349.61%	%
Expense Ratio	2.4	2.42
Manager	Sailesh Jain	Sanjeev Sharma
ISIN Code	INF277K016Y9	INF966L01AB8
Exits Load	Tata Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
1 Month	-100%	2.23%
6 Month	-100%	1.75%
1 Year	-100%	-2.27%
3 Year	-100%	22.55%
5 Year	-100%	-

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
6 Month	-4.23%	10.27%
1 Year	-11.46%	5.1%
3 Year	10.52%	16.23%
5 Year	11.18%	-

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
1 Year	17.66%	22.83%
3 Year	13.42%	28.77%
5 Year	13.62%	-

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Standard Deviation	14.21%	18.756%
Sharp	0.361%	0.643%
Beta	-	1.112%
Alpha	-	6.426%

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Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Name	Sailesh Jain	Sanjeev Sharma
Total AUM	₹17041 Cr	₹39731 Cr
Funds Managed	7	22
	Tata Quant Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Others	6.08	18.08
Large Cap	50.12	58.59
Mid Cap	43.8	4.29
Small Cap	-	19.04

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Others	6.08	18.08
Industrials	4.37	-
Financial Services	30.79	22.15
Basic Materials	16.68	-
Consumer Cyclical	4.12	8.88
Technology	18.74	3.11
Utilities	6.66	12.07
Energy	0.8	0
Healthcare	7.47	18.89
Communication Services	4.29	-
Real Estate	-	9.25
Consumer Defensive	-	7.57